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Microlesson · 5-min read

EBIT-EPS Indifference Point

# EBIT-EPS Indifference Point

## Meaning

The indifference point is the level of EBIT at which EPS under two different financial plans is exactly the same. Above or below this point, one plan delivers a higher EPS than the other.

## Formula

The indifference point is found by equating the EPS of the two alternatives:

$$\frac{(EBIT - I_1)(1-t) - PD_1}{E_1} = \frac{(EBIT - I_2)(1-t) - PD_2}{E_2}$$

Where:

  • EBIT = indifference point (the unknown to solve for)
  • E₁, E₂ = number of equity shares under Alternative 1 / 2
  • I₁, I₂ = interest charges under Alternative 1 / 2
  • PD₁, PD₂ = preference dividend under Alternative 1 / 2
  • t = tax rate

## Decision Rule — which plan to choose?

ConditionChoose
Expected EBIT < Indifference PointPlan with lower fixed financial cost
Expected EBIT > Indifference PointPlan with higher fixed financial cost
Expected EBIT = Indifference PointEither plan (EPS is identical)

Intuition: at higher expected EBIT levels, the firm can comfortably bear higher fixed financial cost and benefit from trading on equity; at lower EBIT levels, fixed financial cost is a burden, so the safer (lower fixed-cost) plan wins.

## When the indifference point cannot be calculated

When the number of equity shares under both alternatives is equal, AND:

1. The fixed financial cost of one alternative is always more than the other — then one plan's EPS is always greater, so the lines never cross.

2. The fixed financial cost of both alternatives is equal — then EPS is always identical under both, so there is no single crossing point.

Worked example

### Example 1

Setting up the equation: Suppose Plan A is all-equity (I₁ = 0, PD₁ = 0, E₁ shares) and Plan B uses debt (interest I₂, E₂ < E₁ shares, PD₂ = 0). Equate (EBIT)(1−t)/E₁ = (EBIT − I₂)(1−t)/E₂ and solve for EBIT to get the indifference level. If actual expected EBIT exceeds this, prefer the debt plan (Plan B, higher fixed financial cost).

⚠️ Common exam mistakes

  • Forgetting to subtract preference dividend (PD) — note PD is not multiplied by (1 − t) in this formula because it is already an after-tax appropriation.
  • Reversing the decision rule — when expected EBIT is HIGH, choose the plan with HIGHER fixed financial cost (not lower).
  • Trying to compute an indifference point when the two plans have equal shares and equal/always-higher fixed financial cost — it does not exist in those cases.
Reference:
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